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2.9
3 ratings
3.0
Salary & Benefits
3.3
Professional growth
3.0
Work-Life balance
2.7
Recognition & Support
2.7
Culture & Values
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Kestra Financial is an investment consulting firm in the business since 1996 and is based in West Lake Hills, Texas, United States. They aim to help investors and financial professionals achieve success. The company offers private wealth services and more. Kestra Financial offers employment opportunities in the following departments; administration, business, finance, accounting, operations, sales, and others. The employee benefits package includes; 401k retirement plan, paid time off, and much more.

Company - Private
Small
Multiple locations
Investing Companies, Financial Transactions Processing / Reserve / Clearinghouse Companies, Consulting Companies

Team

Professional experience

Professional Growth

How many years of experience do Kestra Financial employees have before joining?
Years of experience at Kestra Financial: Newcomers: 19%, Experiencers: 16%, Experts: 20%, Veterans: 45%. Kestra Financial employees have 8+ years experience on average before joining.
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Professional Growth

Where did Kestra Financial employees work before joining?
Where they've worked before Kestra Financial: CDK Global, Charles Schwab, Fidelity Investments. Typical Kestra Financial employees have worked at CDK Global.
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CDK Global
Charles Schwab
Fidelity Investments

Professional Growth

What industries did Kestra Financial employees work in previously?
Industry Background: The most typical industries of Kestra Financial: Insurance Agency & Brokerage Firms, Investing Companies, Consulting Companies, Finance & Insurance Companies, Commercial Banking Companies. Kestra Financial employees most likely come from a Insurance Agency & Brokerage Firms industry background.
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Professional Growth

Where did Kestra Financial employees work before joining?
Past employers' size at Kestra Financial: Small: 41%, Medium: 8%, Large: 51%. Most Kestra Financial employees have previously worked at large companies.
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Educational background

Educational background

What did employees at Kestra Financial study?
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Top educational institutions

Where did employees at Kestra Financial study?
Arizona State University-Tempe
Texas A&M University-Texarkana
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Employee data

Professional Growth

How long do people stay in a role at Kestra Financial?
Time employed at Kestra Financial: <1: 12%, 1-3: 54%, 4-8: 28%, 9-13: 3%, 14-20: 1%, 20+: 2%. Most Kestra Financial employees stay with the company for 1-3 years which is less than the industry average.
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Culture & Values

How does Kestra Financial rank for age & gender diversity?
Gender ratio at Kestra Financial: 75.2% Male and 24.8% Female. Age ratio at Kestra Financial: 16-20: 0%, 21-30: 33%, 31-40: 30%, 41-50: 24%, 51-60: 11%, 60+: 2%. Kestra Financial rates - 18.2% less female than the industry average. Most Kestra Financial employees are 21-30, which is below the industry median age range.
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Career advancement

Professional Growth

How does Kestra Financial rank for career advancement?
Career advancement at Kestra Financial: medium. Kestra Financial ranks medium for career advancement which is above the industry average.
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Professional Growth

What companies do Kestra Financial employees go on to work at?
Future employers of Kestra Financial: 360 Mortgage Group, Dimensional Fund Advisors, Durbin Bennett - Private Wealth Management, LLC, Foreside Financial Group, LLC, Legacy One Financial Advisors, LLC. People who work at Kestra Financial most typically go on to work for the 360 Mortgage Group.
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360 Mortgage Group
Dimensional Fund Advisors
Durbin Bennett - Private Wealth Management, LLC
Foreside Financial Group, LLC
Legacy One Financial Advisors, LLC